Thematic funds make their case in pandemic-hit markets
Pictet and Allianz argue thematic funds can be used as core holdings
Thematic
-
-
M&G unsettles investors as manager exits revamped fund
Jamie Horvat replaced less than 18 months after a shake up of the £2bn strategy
-
Fidelity takes on ESG manager who failed to launch at Polar
Fund giant launches thematic fund for fledgling sustainable range
-
How will water scarcity affect portfolios?
Extreme weather has hit cities around the world in 2018
-
Why Ben Goldsmith is downplaying his fund’s three-year milestone
Ben Goldsmith would prefer investors wait until next year to assess performance on his thematic investment trust, Menhaden Capital, despite it reaching its three-year milestone in several weeks’ time.
-
Axa IM restructures research around five themes
Axa Investment Managers (IM) Framlington Equities has restructured its internal research capabilities to integrate five main thematics it believes will impact future returns.
-
Entering the age of the thematic investor
Many seem fond to talk up the “return of the stockpicker” but what about the age of the thematic investor?
-
global thematic opps fund from alliance trust
Alliance Trust is to launch a Global Thematic Opportunities Fund for its new head of global equities.
-
Sarasin closes Global Villages Sicav due to lack of interest
Bank Sarasin has closed its Global Villages Sicav as it is no longer cost effective to keep open.